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Permanent

Senior IFA Administrator / Team Leader - London/ Hybrid - £45,000 + Excellent Bonus and Be

London
money-bag 40000.00-40000.00 Annual
3120222905
Posted 4 days ago

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates.My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They''re known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For. With a growing client base of HNW private clients, they''re now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team.The RoleThis is a senior, hands-on position where you''ll act as the central point of coordination for the administration team. You''ll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks.You''ll be responsible for:Overseeing workflow and supporting the development of junior administratorsActing as the technical "go-to" for complex admin queriesProviding advanced administration across pensions, investments, ISAs, bonds, trusts and protectionPreparing detailed meeting packs, valuations and review documentationManaging new business processing, trades, rebalancing and cash managementEnsuring all client records and compliance requirements meet FCA ..... full job details .....

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